Geneos Wealth Management’s Doximity DOCS Stock Holding History

Geneos Wealth Management’s Portfolio DOCS Stock Details DOCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-429	Closed	-$26.3K	–	2674
2025 Q2	$26.3K	Sell	429 -661	-61%	-$36.9K	﹤0.01%	1904
2025 Q1	$63.3K	Buy	1,090 +835	+327%	+$52.7K	﹤0.01%	1789
2024 Q4	$13.6K	Sell	255 -23	-8%	-$1.13K	﹤0.01%	1914
2024 Q3	$12.1K	Buy	+278	New	+$9.27K	﹤0.01%	1762
2023 Q4	–	Sell	-800	Closed	-$17K	–	2111
2023 Q3	$17K	Hold	800	–	–	﹤0.01%	1430
2023 Q2	$27.2K	Buy	+800	New	+$26.6K	﹤0.01%	1273
2023 Q1	–	Sell	-900	Closed	-$30.2K	–	2053
2022 Q4	$30.2K	Hold	900	–	–	﹤0.01%	1217
2022 Q3	$27K	Sell	900 -732	-45%	-$26.8K	﹤0.01%	1226
2022 Q2	$59K	Buy	1,632 +650	+66%	+$25.6K	﹤0.01%	1208
2022 Q1	$51K	Buy	+982	New	+$49.4K	﹤0.01%	1378

Other funds holding DOCS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return